+990.1%
VZ vs DOC
+2,974.4%
-1,984.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.8% | +0.9% | -0.5% |
| 7D | +0.1% | -1.5% | +1.6% | +0.4% |
| 30D | +7.9% | -4.8% | +12.7% | +9.1% |
| 3M | +13.6% | +6.9% | +6.8% | +11.8% |
| 6M | +1.1% | +20.7% | -19.6% | -4.0% |
| YTD | +29.3% | +34.1% | -4.9% | +19.5% |
| 1Y | +21.2% | +22.6% | -1.4% | +14.3% |
| 3Y | +75.9% | +20.8% | +55.1% | +64.4% |
| 5Y | +24.1% | -24.9% | +48.9% | +28.9% |
| 10Y | +62.4% | -1.8% | +64.2% | +50.7% |
| All | +990.1% | +2,974.4% | -1,984.3% | +356.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded DOC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling